Cisco Systems, Inc. $CSCO Holdings Lifted by Atria Investments Inc

Atria Investments Inc increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 307,609 shares of the network equipment provider’s stock after purchasing an additional 23,298 shares during the quarter. Atria Investments Inc’s holdings in Cisco Systems were worth $23,695,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Catalyst Financial Partners LLC boosted its stake in shares of Cisco Systems by 15.1% during the 4th quarter. Catalyst Financial Partners LLC now owns 27,859 shares of the network equipment provider’s stock valued at $2,146,000 after buying an additional 3,663 shares during the period. Stonebridge Financial Group LLC MO acquired a new stake in shares of Cisco Systems during the 4th quarter valued at $442,000. Ameritas Advisory Services LLC boosted its stake in shares of Cisco Systems by 103.3% during the 4th quarter. Ameritas Advisory Services LLC now owns 49,799 shares of the network equipment provider’s stock valued at $3,836,000 after buying an additional 25,302 shares during the period. Liberty Wealth Management LLC boosted its stake in shares of Cisco Systems by 0.4% during the 4th quarter. Liberty Wealth Management LLC now owns 44,127 shares of the network equipment provider’s stock valued at $3,399,000 after buying an additional 164 shares during the period. Finally, Legacy Financial Advisors Inc. boosted its stake in shares of Cisco Systems by 2.1% during the 4th quarter. Legacy Financial Advisors Inc. now owns 28,582 shares of the network equipment provider’s stock valued at $2,202,000 after buying an additional 588 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $101.87 on Thursday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The firm has a market cap of $402.38 billion, a price-to-earnings ratio of 35.74, a P/E/G ratio of 3.73 and a beta of 0.92. The business’s 50-day simple moving average is $83.93 and its 200-day simple moving average is $79.36. Cisco Systems, Inc. has a 52 week low of $60.85 and a 52 week high of $102.01.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.96 EPS. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, equities research analysts expect that Cisco Systems, Inc. will post 3.42 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is 58.95%.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares in the company, valued at $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the sale, the chief executive officer owned 671,095 shares of the company’s stock, valued at $51,003,220. This trade represents a 2.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is owned by corporate insiders.

Cisco Systems News Roundup

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Cisco beat Wall Street expectations, reporting non-GAAP EPS of $1.06 versus $1.04 expected and revenue of $15.8 billion versus $15.56 billion expected, signaling solid demand across the business. CISCO REPORTS THIRD QUARTER EARNINGS
• Positive Sentiment: The company raised its outlook for both fiscal 2026 and Q4 2026, with guidance coming in above analyst estimates, which is helping drive investor confidence in the stock. Earnings report and conference call
• Positive Sentiment: Management said AI infrastructure demand is accelerating, supporting a “beat and raise” narrative and suggesting Cisco is benefiting from enterprise networking and data-center spending tied to AI buildouts. Cisco stock pops as Q3 earnings defy memory headwinds
• Neutral Sentiment: Cisco also announced a restructuring that will eliminate about 4,000 jobs as it shifts resources toward AI growth, a move that may improve long-term focus but creates near-term execution and restructuring-cost questions. Cisco to Cut Jobs in Shift to Capture More AI Demand
• Neutral Sentiment: Earlier reports showed Cisco entering earnings at all-time highs and potentially overbought, so some of the move may reflect momentum and investor enthusiasm already building ahead of results. Cisco stock at its most overbought since 2018

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Truist Financial assumed coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. Citigroup lifted their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. HSBC raised their price objective on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research report on Friday, February 13th. CICC Research raised their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Finally, UBS Group raised their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $90.29.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.